Barton Investment Management

CIK
0001387818
City
WEST CONSHOHOCKEN
State / Country
PA

Holdings in SHOP

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $264,059,373 1,640,426
2025-09-30 $250,376,493 1,684,789
2025-06-30 $198,213,518 1,718,366
2025-03-31 $165,025,340 1,728,376
2024-12-31 $199,155,771 1,872,997
2024-09-30 $151,876,279 1,895,137
2024-06-30 $125,893,215 1,906,029
2024-03-31 $157,576,818 2,041,944
2023-12-31 $162,774,620 2,089,533
2023-09-30 $114,497,191 2,098,171
2023-06-30 $135,305,539 2,094,513
2023-03-31 $100,899,030 2,104,694
2022-12-31 $74,326,362 2,141,353
2022-09-30 $57,952,438 2,151,167
2022-06-30 $68,160,994 2,181,850
2022-03-31 $15,097,566 223,350
2021-12-31 $30,979,291 224,913
2021-09-30 $30,374,895 224,040
2021-06-30 $33,575,511 229,815
2021-03-31 $25,873,732 233,834
2020-12-31 $28,279,054 249,826
2020-09-30 $26,169,720 255,821
2020-06-30 $25,392,808 267,518
2020-03-31 $11,605,121 278,347